Analysts: Microsoft Windows 10 Issuing does not increase graphics card sales

2025-01-28 05:00:51|Myriagame |source：minecraft skins

Regarding whether Windows 10 can boost the PC industry, both hardware giant Intel and NVIDIA are not optimistic. Of course, this is to say that it is not the real wish for investors.

But reality is cruel.According to Taiwan media reports, Nomura Securities recently announced a new rating that reduced NVDIA from "buying" to "neutral".Analyst Chaurasia explained that on the one hand, because AMD will release a new card with HBM memory, it will directly stimulate sales performance, which will affect N records. On the other hand, the advent of Windows 10 will not help the overall shipment of GPU.

For the former, this is an inevitable competition. For the latter factor, NVIDIA's CFO has previously "spit". Windows 10's free upgrade strategy is not conducive to promoting the sales of new PCs, and they are helpless.

It is reported that the first fiscal quarter of this year (as of April 26), the net profit of NV fell by 2%year -on -year, and the global PC shipment fell 5.2%(Gartner data) in the first quarter.At the share of the graphics card (JPR data), NV is currently about 14.9%, AMD is about 12.9%, and the remaining 70%return Intel.

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